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SpaceX advances reuse efforts as recovery of two boosters nearly complete
Three launches, two recoveries, two coasts
Just over two weeks ago, SpaceX accomplished its most impressive feat of cadence yet, both launching and recovering two separate Falcon 9s in approximately 49 hours.
Two weeks later and two days after conducting a third launch in 13 days, residents of Los Angeles, California and Cape Canaveral, Florida both coincidentally reported that the two recovered boosters from the previous two launches had both gone horizontal and appeared ready for transport. After docking in Port Canaveral for the second time, Core 1029 was seen entering SpaceX’s LC-39A integration facilities on Friday. The booster on the West coast, 1036, was loaded aboard one of the company’s converted Falcon 9-carrying semi-trucks, likely for transport to SpaceX’s Hawthorne manufacturing facilities, or possibly on a direct route to McGregor, Texas for refurbishment and testing.
https://www.instagram.com/p/BWQSPOgF67i/
This is exciting for several reasons. Foremost, 1036 is a likely candidate for reuse, and SES-10 sets a firm precedent for this. The first commercial reuse of an orbital-class launch vehicle, Falcon 9’s second stage and SES-10 payload launched on a first stage that had flown five months before during the successful launch of Iridium’s first ten NEXT satellites.
Given the potential impact of failure on the adoption of reuse as a commercial standard, SpaceX likely approached the refurbishment of the vehicle with an end-goal balanced between perfection and realism. The orbit of Iridium’s NEXT constellation is the reason the booster was chosen for the first operational reuse: their low Earth polar orbits require Falcon 9’s first stage to undergo a smaller amount of heating and general hypersonic battering when compared with SpaceX’s more common commercial launches of geostationary satellites.
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- The central aluminum grid fin of 1029 features a dramatic lack of several vanes, likely melted off during the intense heat of reentry. Expending older boosters is likely helping SpaceX learn how to preserve Block 5 rockets for multiple high-energy missions. (Reddit, u/thedubya22)
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- SpaceX will move to titanium grid fins in the future, first trialed during 1036’s launch of Iridium-2. (SpaceX)
A sound example of the extremes of Falcon 9’s suborbital reentry heating can be found in the recovery of 1029, which launched BulgariaSat-1 to a supersynchronous transfer orbit. Noted before the launch by Musk over his favored medium, 1029’s recovery was expected to be the most energetic yet, and thus success was less than certain. The results of this additional heating were obvious, and keen observers rapidly noted that the most stressed of 1029’s aluminum grid fins appeared to be considerably deformed from the stage’s energetic return to OCISLY, completed melted through in places. Considering the debut of more robust titanium grid fins aboard the launch of Iridium-2 only two days later, the quasi-destruction of one of 1029’s grid fins was somewhat fitting. 1036’s titanium grid fins looked barely worse for wear after a landing that was also deemed aggressive due to Just Read The Instructions having to avoid bad weather just before the landing.
Two weeks: BulgariaSat-1, Iridium-2, Intelsat 35e. (SpaceX)
Stirring explorations of the limits of recovery aside, both boosters are now ready to be examined and refurbished ahead of one or even two additional launches. SpaceX’s willingness to use the booster recovered from the launch of Thaicom-8 has already established that the company has a certain level of confidence in the reuse of first stages that have suffered high-velocity recoveries. Thus, 1036 is nearly certain to be reused, and 1029 has a strong chance as well.
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- Falcon 9 1029’s lean is decidedly more extreme than the stage that launched Thaicom-8. (SpaceX)
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- The aggressive Atlantic Ocean landing of Thaicom-8’s Falcon 9 first stage. (SpaceX)
The hot recovery of 1029 further marked the first use of a remotely-operated recovery robot aboard OCISLY, and could be seen below the leaning first stage as it entered Port Canaveral. It appears that its first use was a success, and the robot will certainly have a busy future of remotely securing first stages after landing. Remote securing and safing will both improve safety for those directly involved in on-ocean recovery, but it is also intended to expedite the process in order to ensure that OCISLY is prepared to recover Falcon 9 as often as possible. SpaceX’s recent cadence accomplishment of three launches in 13 days drives home the reality that weekly launches are readily achievable for the company, so long as there are pads available and payloads to be launched.
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Weekly recoveries for an ASDS like OCISLY would be extremely time-sensitive, given the need for at least several days to simply reach the point of landing in the Pacific, and the addition of rapid robotic alternatives for operations aboard the drone ships could make such a goal more achievable. With SpaceX’s land-based landing facilities in perspective, it is easier to imagine a close future with weekly launches and landings of both Falcon 9 and Falcon Heavy, and possibly the propulsive-landing Dragon 2 spacecraft further down the road.
1036 horizontal and ready for transport. (Instagram/Luka Hargett)
A symbiosis of SpaceX fans and those familiar with the metal and chemistry have also led to fans speculating that the now-standard titanium grid fins may develop a subtle, golden patina of oxygenation after many reuses. Nothing could be more picturesquely symbolic of the successes SpaceX has had in their pursuit of reusable rocketry.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
